Credit Risk Analyst (Hedge Funds)
SGS Société Générale de Surveillance SA, New York, NY, United States
Responsibilities
Participate in funds due diligence meetings, including completing meeting minutes and client ratings.
Prepare hedge funds annual review templates with required information (fund information, documentation, performance, and NAV statistics).
Monitor exposures and analyze counterparty risk reports (daily P&L, ad‑hoc client reporting, margin calls, disputes).
Assist in negotiating credit terms of legal agreements (ISDA, GMRA, Clearing agreements).
Monitor portfolio and address daily overshoots across metrics; follow up on limit and threshold breaches.
Build proficiency with all systems used by the Group and develop, test, and deliver solutions related to assigned projects.
Assist in performing due diligence: review documentation, analyze investment and operational risks, background checks, arrange and attend on‑site meetings, and draft clear due diligence documents.
Provide opinions on transactions and associated risks and limits.
Continuously monitor a broad range of metrics and indicators, manage counterparty exposures per market conditions and risk appetite.
Maintain up‑to‑date risk information and ongoing monitoring of fund performance and creditworthiness.
Enforce procedures designed to mitigate losses in the event of a counterparty default, including negotiating credit terms of legal documents.
Location: 245 Park Ave., New York, NY 10167. Requires up to 5% domestic travel; partial telecommuting permitted.
Minimum Requirements
Master’s degree (or U.S. equivalent) in Finance, Accounting, or related field.
At least 3 years of professional experience as a Credit Officer, Credit Risk Analyst or similar role performing credit risk analysis for hedge funds within financial institutions or capital markets.
3+ years of experience in an investment bank environment utilizing hedge fund strategies (long/short equity, macro, credit, relative value, multi‑strategy) and primary risk drivers.
3+ years of experience using risk‑management systems and reporting tools to measure, monitor, and report counterparty exposures and credit limits across multiple product sets.
3+ years of experience reviewing financial and investment statements (income statement, balance sheet, cash flows, investor risk reports) to assess creditworthiness, analyze leverage, liquidity, concentration, and conduct stress or scenario analysis.
3+ years of experience leading due diligence calls, preparing written credit due diligence reports, assigning counterparty credit ratings, setting exposure limits, and preparing formal credit assessments or annual reviews.
3+ years of experience setting or recommending counterparty credit limits and managing limit breaches or overshoots via credit flow tools.
3+ years of experience reviewing legal and providing Level‑2 input on credit‑relevant legal documentation terms (ISDA/CSA, GMRA, PSA/PSCA, clearing agreements).
3+ years of advanced Microsoft Excel skills (macros, pivot tables, lookup/index functions, formulas) and experience with tableau and major risk/data platforms (internal bank risk systems, Bloomberg, Markit).
Compensation
Salary range: $112,778 - $150,000 per year. Role eligible for an annual discretionary bonus and includes a competitive benefits package (401(k) with company match, medical/dental/vision, fertility, wellness, student loans, commuters).
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Participate in funds due diligence meetings, including completing meeting minutes and client ratings.
Prepare hedge funds annual review templates with required information (fund information, documentation, performance, and NAV statistics).
Monitor exposures and analyze counterparty risk reports (daily P&L, ad‑hoc client reporting, margin calls, disputes).
Assist in negotiating credit terms of legal agreements (ISDA, GMRA, Clearing agreements).
Monitor portfolio and address daily overshoots across metrics; follow up on limit and threshold breaches.
Build proficiency with all systems used by the Group and develop, test, and deliver solutions related to assigned projects.
Assist in performing due diligence: review documentation, analyze investment and operational risks, background checks, arrange and attend on‑site meetings, and draft clear due diligence documents.
Provide opinions on transactions and associated risks and limits.
Continuously monitor a broad range of metrics and indicators, manage counterparty exposures per market conditions and risk appetite.
Maintain up‑to‑date risk information and ongoing monitoring of fund performance and creditworthiness.
Enforce procedures designed to mitigate losses in the event of a counterparty default, including negotiating credit terms of legal documents.
Location: 245 Park Ave., New York, NY 10167. Requires up to 5% domestic travel; partial telecommuting permitted.
Minimum Requirements
Master’s degree (or U.S. equivalent) in Finance, Accounting, or related field.
At least 3 years of professional experience as a Credit Officer, Credit Risk Analyst or similar role performing credit risk analysis for hedge funds within financial institutions or capital markets.
3+ years of experience in an investment bank environment utilizing hedge fund strategies (long/short equity, macro, credit, relative value, multi‑strategy) and primary risk drivers.
3+ years of experience using risk‑management systems and reporting tools to measure, monitor, and report counterparty exposures and credit limits across multiple product sets.
3+ years of experience reviewing financial and investment statements (income statement, balance sheet, cash flows, investor risk reports) to assess creditworthiness, analyze leverage, liquidity, concentration, and conduct stress or scenario analysis.
3+ years of experience leading due diligence calls, preparing written credit due diligence reports, assigning counterparty credit ratings, setting exposure limits, and preparing formal credit assessments or annual reviews.
3+ years of experience setting or recommending counterparty credit limits and managing limit breaches or overshoots via credit flow tools.
3+ years of experience reviewing legal and providing Level‑2 input on credit‑relevant legal documentation terms (ISDA/CSA, GMRA, PSA/PSCA, clearing agreements).
3+ years of advanced Microsoft Excel skills (macros, pivot tables, lookup/index functions, formulas) and experience with tableau and major risk/data platforms (internal bank risk systems, Bloomberg, Markit).
Compensation
Salary range: $112,778 - $150,000 per year. Role eligible for an annual discretionary bonus and includes a competitive benefits package (401(k) with company match, medical/dental/vision, fertility, wellness, student loans, commuters).
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